Reserve your spot now and get our exclusive checklist for FREE: “Did You Inherit an IRA? Know the Key Rules”
SAVE THE DATE:
TUESDAY 23TH SEPTEMBER 2025
AT 6:00 PM ET
PLATFORM: ZOOM
**By clicking this box, you indicate that you have read and accepted the privacy policy and terms of use, and that you agree that we may store the data you submit through the form and regularly send you information about new communications, publications, and promotions. Your data is protected and will not be shared with anyone. You can unsubscribe at any time. In this free webinar we will show you, in a simple and summarized way, Did You Inherit an IRA? Know the Key Rules.
The points we will talk about are:
1) The 10-Year Rule: A crucial change you need to know about right now.
2) Costly Mistakes: What to do (and what not to do) to avoid IRS penalties.
3) Strategies for You: How to navigate your account options to best fit your situation.
This free webinar is perfect for both seasoned investors and those looking to stay informed.
Additionally, our CERTIFIED FINANCIAL PLANNER® , specializing in retirement planning, will be available to answer all your financial questions.
Alonso Rodríguez Segarra
Founder & CEO Advise Financial advise-financial.com Alonso Rodriguez Segarra is a “CERTIFIED FINANCIAL PLANNER™” named by Investopedia among the Top 100 Financial Advisors in the USA with more than 20 years of experience. His specialty is helping those people who want to plan for their retirement or optimize their retirement, with Hourly Financial Planning always looking for the best for his clients, under fiduciary criteria.
